Spekulatius Posted September 21, 2022 Share Posted September 21, 2022 (edited) 22 minutes ago, sleepydragon said: There’s a research from JPM analyst Alex Yao (same analyst who called baba uninvestable) about Chinese cloud, saying SOEs will take more shares away from baba and Tencent. Interesting - we heard that story before. I get MS "research" via my retail E*trade account and the analyst is Gary Yu and has an OW on $BABA with a $140 target. I guess I get what I am paying for. Edited September 21, 2022 by Spekulatius Link to comment Share on other sites More sharing options...
sleepydragon Posted September 21, 2022 Share Posted September 21, 2022 8 minutes ago, Spekulatius said: Interesting - we heard that story before. I get MS "research" via my retail E*trade account and the analyst is Gary Yu and has an OW on $BABA with a $140 target. I guess I get what I am paying for. Yeah, I know. And SOEs move like 3x slower than private companies. i also suspected Goldman is selling their SoftBank “put baba” shares. They had a bullish research a couple days ago. Imo, they are going to want to get the share all sold before the audit results come out. Link to comment Share on other sites More sharing options...
sleepydragon Posted September 21, 2022 Share Posted September 21, 2022 If it’s really Goldman selling the SoftBank shares(just my speculation ), then these brokers will usually aggressively sell 90%, creating market impact, and then leave a few% long for their own book, waiting it bounce back and profit from it. Link to comment Share on other sites More sharing options...
KPO Posted September 21, 2022 Share Posted September 21, 2022 MSGE Link to comment Share on other sites More sharing options...
fareastwarriors Posted September 21, 2022 Share Posted September 21, 2022 (edited) 1 hour ago, KPO said: MSGE Same. and PCYO Edited September 21, 2022 by fareastwarriors Link to comment Share on other sites More sharing options...
CorpRaider Posted September 21, 2022 Share Posted September 21, 2022 CMCSA Link to comment Share on other sites More sharing options...
Spekulatius Posted September 21, 2022 Share Posted September 21, 2022 Bought a starter of $KKR and $MKL and a bit $V. Small adds all over the place $USB, $CRM, $PCYO, $IAA. Link to comment Share on other sites More sharing options...
Spekulatius Posted September 21, 2022 Share Posted September 21, 2022 Todays mood: Link to comment Share on other sites More sharing options...
Seoshin Posted September 21, 2022 Share Posted September 21, 2022 22 minutes ago, Spekulatius said: Bought a starter of $KKR and $MKL and a bit $V. Small adds all over the place $USB, $CRM, $PCYO, $IAA. What's your investment thesis on $MKL Link to comment Share on other sites More sharing options...
Gregmal Posted September 21, 2022 Share Posted September 21, 2022 HHC, META, JOE Link to comment Share on other sites More sharing options...
Spekulatius Posted September 21, 2022 Share Posted September 21, 2022 32 minutes ago, Seoshin said: What's your investment thesis on $MKL It’s just a buy and put away stock. I expect about 10% annual return from it. Link to comment Share on other sites More sharing options...
ACooke Posted September 21, 2022 Share Posted September 21, 2022 11 hours ago, Spekulatius said: @ACooke re TPB I agree with your assessment. It’s one of my biggest losers (in terms of % loss). I have been adding just a little recently, but my concerns with the CEO (no consumer goods experience) prevent me from getting in bigger. I think they should sell or close down the NewGen (vape) business I agree - they may do so. They've scaled back capex within the seg as far as I'm aware - I guess whether they make a further push or continue winding it down somewhat will depend on the PMTA outcome. Even if they're successful there, I'm not certain a whole lot comes of their in-house brands. I wonder what they could part the seg out for - surely the E-commerce side of it is worth *something*. As for the CEO - there's not many positives I could find spoken about him from his last role although that was mainly from forums and blogs. I can't recall the magazine exactly but it was a motorsport magazine which in his defence - i think any time you move in to a niche, cultish (too strong of a word here but meh) type hobby and start making business-savvy changes - you're asking for push back from fans. Bobby Kotick is probably a good example on a much grander scale. He's certainly an unknown quantity at the very least. Link to comment Share on other sites More sharing options...
Gregmal Posted September 22, 2022 Share Posted September 22, 2022 On 9/20/2022 at 1:58 PM, Gregmal said: Took some of these off and split the proceeds into Fairfax and some Novembers. Sold some more of the Octobers and added to MSGS Link to comment Share on other sites More sharing options...
ourkid8 Posted September 22, 2022 Share Posted September 22, 2022 More BAM Link to comment Share on other sites More sharing options...
Dinar Posted September 22, 2022 Share Posted September 22, 2022 Bought MSFT yesterday into the close at $239-$240. Link to comment Share on other sites More sharing options...
longlake95 Posted September 22, 2022 Share Posted September 22, 2022 added a little FFH Link to comment Share on other sites More sharing options...
Cod Liver Oil Posted September 22, 2022 Share Posted September 22, 2022 A massive brown bear stood outside my window yesterday displaying his furry junk. Then he climbed a 50 foot oak and ate the acorns at the top. I may be confusing the message but I took that as a sign to buy more hard assets: PCYO and Itafos today. Link to comment Share on other sites More sharing options...
longlake95 Posted September 22, 2022 Share Posted September 22, 2022 (edited) 4 minutes ago, Cod Liver Oil said: A massive brown bear stood outside my window yesterday displaying his furry junk. Then he climbed a 50 foot oak and ate the acorns at the top. I may be confusing the message but I took that as a sign to buy more hard assets: PCYO and Itafos today. LMFAO Edited September 22, 2022 by longlake95 Link to comment Share on other sites More sharing options...
Williams406 Posted September 22, 2022 Share Posted September 22, 2022 11 minutes ago, Cod Liver Oil said: A massive brown bear stood outside my window yesterday displaying his furry junk. Then he climbed a 50 foot oak and ate the acorns at the top. I may be confusing the message but I took that as a sign to buy more hard assets: PCYO and Itafos today. Excellent! Was it Schiff or Grantham? Link to comment Share on other sites More sharing options...
Gregmal Posted September 22, 2022 Share Posted September 22, 2022 8 minutes ago, longlake95 said: LMFAO I talk to this man pretty regularly and he s one of the under appreciated gems of COBF. Should post more. Link to comment Share on other sites More sharing options...
KPO Posted September 22, 2022 Share Posted September 22, 2022 TEN Link to comment Share on other sites More sharing options...
longlake95 Posted September 22, 2022 Share Posted September 22, 2022 (edited) Thanks. Okay maybe I will post a little more. Not sure I can add too much to the big brains around here. Edited September 22, 2022 by longlake95 Link to comment Share on other sites More sharing options...
CorpRaider Posted September 22, 2022 Share Posted September 22, 2022 (edited) SLG. If they cut the divvy I'm couch surfing at Chanos'. Edited September 23, 2022 by CorpRaider Link to comment Share on other sites More sharing options...
ourkid8 Posted September 22, 2022 Share Posted September 22, 2022 2 hours ago, longlake95 said: added a little FFH Ditto, it's too cheap to ignore. Link to comment Share on other sites More sharing options...
aws Posted September 22, 2022 Share Posted September 22, 2022 Berkshire and MKL Link to comment Share on other sites More sharing options...
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